- In an event, if you need to create groupings for your group role. Go to Opportunity dashboard, locate the required project and click onto Insights button.
- In the Opportunity Insight dashboard click onto the Groupings tab
- Locate and click onto New Group button to create a new group.
- Next is to set up the group details. And once that is done, click on the Add button.
- Your services will be listed in the Grouping Dashboard. To add more services, just repeat the same steps as above.
- If you need to edit or delete a Group. Go to the Setting Tools.